339 results found
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Hubdoc: Validate that document type and "publish as" align
I don't think this is a product idea, I think this is the request for fix:
In Hubdoc, the chosen document type (in "Transaction Details") is not used to validate the "publish as" option in the Xero Integration. While Hubdoc validates the tax rate chosen in Transaction Details relative to the account chosen in the Xero Integration (providing an error message when it doesn't), it happily lets me publish a document categorized as "invoice" in Transaction Details as a credit memo in Xero, if the last transaction with the contact happened to be a credit memo.1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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automate tips in purchases
Please create an automatic tip function ideally with Hubdoc.
I'd be really grateful if there was a way to simplify tipping in the Purchase/Bill module. As it stands the total amount is transferred from Hubdoc to Xero. I have to:
1. hit edit
2. switch tax inclusive to tax exclusive
3. edit the bill amount to the pre-tax value
4. add a line
5. type "tip", add 1, add tip amount, change tax rate from standard (Entertainment) to Tax on Purchase (o%)
6. Hit 'Update'.THEN I can fill out the apply payment line.
Ideally, Hubdoc would identify a tip…1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bulk Edit Draft Bills - Add Supplier and details - Approve
Add further Bulk Action options to the Draft Bills screen. See image - so many identical low value bills.
Idealy I would be able to check the bills, and bulk add:
- Supplier Name
- Basic Description
- Default Due Date (revert to supplier default automatically?)
- Account used.
- Approve if eligiible after this.I find the 'approve' options are useless because the incoming bills never have enough info to approve until edited... therefore - edit options would be more useful.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Drop Down Calendar Issue
The drop down calendar shows a different start day in Bills depending on which field you are using, should be the same across the entire site.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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select whole cell when amending account code
When amending the account code for a bill, it would be helpful if the whole of the entry was selected when clicking into the box. I either have to click on the arrow and scroll up and down the list to select the account I want or I have to click at the front of the box, highlight the whole entry in blue and then delete to overtype the account code. If I could click in the box and the whole cell was highlighted in blue I could then just overtype the account code.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills - Add planned payment date from inside the bill with a default of the due date.
Add planned pay date automatically as the due date or add a field into the bill entry screen so that you dont have to go back and add it from the bill list view.
Just a suggestion which i think lots of people would find helpful. It would give real time data from the bill screen and saves going into the bill list to add the planned payment date for the categories at the top to populate correctly.
I I believe that this enhancement would be beneficial for many users, as it would definitely save time by reducing the number…
8 votesHey Sarah, thanks for your suggestion to add a planned pay date field directly on the bill entry screen.
We're grateful for your engagement and for sharing ideas that can help make Xero more efficient. We can see how this would save time by reducing the number of steps required to set a planned payment date.
We've reviewed your idea, and it's now ready to gain support from other community members. Along with votes, others can now comment to share more detail about how this enhancement could improve their workflow and help them manage their cash flow more effectively.🙂
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hubdoc date
Can we please have an optional Organisational Setting in Hubdoc to ensure Hubdoc does not create or post items with dates earlier than the lock date in the Organisation?
This should prevent Hubdoc using a date like 1925 when using the date picker.
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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hubdoc purchases page
For organisations that have an active Hubdoc organisation, it would be helpful from a workflow perspective to:
1. Have a link from the main purchases dropdown menu direct to Hubdoc; and
2. On the various Bills tabs, have a link to HubdocThis would provide a trigger for users to remember there may be Bills needing approval/processing in Hubdoc; and even as a cross promotion for Hubdoc.
Also from the1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Bills - Sort bills by 2 or more variables
Sorting tool seems to be only for one criteria. It would be great to be able to sort bills by due date, then supplier or contact alphabetically as the 2nd sort request.
1 voteHi Lisa, thanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that. Cheers
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Batch Payments - Keep multiple payments to the same payee as separate lines
Currently when creating batch payment files, multiple bills to the same payee are combined into a single line with only one set of bank payment details (although they appear separate on the batch payment screen in Xero).
Sometimes different bank reference details are needed for each payment, and sending the details in a remittance advice is inappropriate - it would be helpful if the lines could remain separate rather than combined so that unique bank reference details could be added against each line for the same payee
55 votes -
Set the Repeating Bill date to last day of month
I have many repeating bills set up, and many of my suppliers send the same invoice each month, e.g. Subscriptions. I set up all my bills to be repeating on 31st of January, which was great. Then Feb came and they were dated 28th Feb - Great again.. But now that March has 31 days, Xero has kept all my repeating bills to reapprove as 28th March, not 31st.
I would love to be able to choose more options on create/start date, like how when you create a repeating event in outlook, you can choose "last day of the month"…1 voteThanks for sharing your idea Georgia, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could benefit so they can add their vote too! Cheers
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Bills - Show and override tax amounts when entering
Please show the sales tax amounts that will be posted to each account (GST and RST) separately so we can reconcile to the receipt that is calculating properly. It would also be nice if we could manually override this amount as sometimes there is a small rounding difference. I am attaching an example from QBO. Please update your system to also have this functionality.
2 votesThanks for sharing your idea, and letting us know the changes that matter most for you.
We've reviewed your idea and now it's up to the community to get behind and support it. Make sure you share your idea with any colleagues that this could also benefit, so they can add their votes and comments about how they'd like to see this too!
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Feature Request: Hubdoc Alert for Missing Supplier Bank Details
Feature Request: Hubdoc Alert for Missing Supplier Bank Details
We would like to submit a feature request for Hubdoc that we believe would significantly improve workflow efficiency. It would be extremely helpful to have an alert or notification within Hubdoc (or during bill processing) when a supplier does not have bank account details entered in Xero. At the moment, when new supplier accounts are created and bank details are missed, this is only discovered at the time of payment. This creates frustration and delays for the person processing payments, as they then need to stop, track down the details, and…
1 voteHi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.
Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂
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Purchase overview - Add Next/Previous navigation arrows to the Purchases view.
This feature as per attached picture for viewing/editing Bills paid is so useful in reconciling and checking. Also the return of the "Previous" & "Next" button/arrows are very welcomed.
What is missing right now is for the "Spend money" items which are not showing here. I would like you to add a new feature or even you can just make it viewable here in this same window.
If this feature is already there, please let me know.
Regards,
William Pablo1 voteThanks for sharing, William.
In Xero Purchases are for flow of transactions from request of services through to when payments made at a later date. Spend Money on the other hand are direct payment transactions made in the bank account at the point of sale.
We want to be upfront that we have no intentions of surfacing Spend money in the Purchase feature.
Currently, you could view the Account transactions tab of the bank account to view all transactions together. If there are specific reasons you'd find viewing spend money from Purchases useful please do respond to my update with more detail and we can review your post. Thanks
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Billable Expenses - View the bills assigned to paid invoices
It would very useful and save a lot of time if we were able to see the bills that had been assigned to Invoices after the invoice has been paid, rather than having to manually go through each and every bill.
4 votesThanks for sharing this idea about how you'd like to see the Billable Expenses feature improved.
Now it's up to the community to get behind and support your idea. Make sure to share it with any colleagues that this could benefit, so they can add their votes and comments about how this would be helpful for them, too.
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Prepayments
This applies to sales and purchases.
I think Xero product ideas has been as effective as screaming into the void ... however that did not work so I will try Xero Product ideas.- Every time I have seen a Xero company use Prepayments it has been a ... mess.
- Users have prepayments going to various accounts, some with GST and some without and there are transactions in the Prepayments accounts that were not processed as Prepayments.
- You end up with prepayments scattered over the balance sheet, amounts in Prepayments that are not prepayments, and some have GST and some not.…
1 voteHi Alex, appreciate your feedback here and please know this is valued and does get attention from our teams. You'll see from the forums that there are many ideas for improvement that our customers feel could add value so the forums here help us understand and advocate for the idea that our community feels valuable.
I want to make sure I'm interpreting your idea here correctly - Rather than a change to the prepayment transactions it sounds like you'd like to restrict posting to the Account prepayments are posted to in the Chart of Accounts and would like a separate account that purchase v sales prepayment transactions are automatically posted to. Would this be right? Please do let me know if I'm misunderstanding.
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Bills | Add new item - Autofill Item code from search text
When searching if an item code exists in the item column when in bill entry, the drop down minimises to "+NEW ITEM" - ideal if the code you have already typed (i.e) the new on to be set up, can be automatically copied into the new item set up pop out. Additionally it would be fantastic if the what is typed into the item name and be replicated in the purchase description box, if overtyped - currently it replicates, however if you then change the text in the item name it does not change in the purchase description box
1 voteAppreciate you sharing how we could make using Xero more efficient for your, Sheryl. We'll start to get a sense of the interest in this from the community here.
This isn't something we have plans for atm, but I'll share if there are any updates.
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Jax - Allow Jax to automatically attach pdfs from the Files section
Jax is showing great promise but we need to be able to attach PDFs/photos easily. There is another product suggestion where you can drag and drop a pdf which is good. However a much better method would be that you simply upload all pdfs to the Files section, or add via photos in the Xero app. Xero then scans these documents and makes them available to Jax, Jax is then able to match document to reconciled line and then attach automatically.
That is real automation and would be amazing.
1 voteHi Stuart, glad to hear you're liking JAX so far. Thanks for sharing your idea, and letting us know the changes that matter most for you. We'll move this idea to gain more support from the community. We'll monitor this space for more traction. Cheers!
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Allow user to associate/assign unbilled expenses to a customer
Certain client-related expenses are tax deductible even if we don't bill the customer for reimbursement. Allow user to associate/assign unbilled expenses to a customer. Quickbooks has this feature.
1 voteHi Elizabeth , thanks for sharing your idea, and letting us know the changes that matter most for you. As you've found currently the best way to get this is to use projects. We'll move this idea to gain more support from the community. We'll monitor this space for more traction.
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Bills - Option to deselect 'Action' column
please remove ACTION column under bills tab - don't push your products on your customers. It is a real turn off. The check mark under the column is greyed out. Let your customers remove please. Right now it isn't possible.
11 votes
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